Vincenzo Vallelonga
Financial Adviser
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About
Vincenzo Vallelonga is an ASIC-registered financial adviser based in West Perth, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Vincenzo's extensive qualifications include a Bachelor of Business from Edith Cowan University (2004), studies in Margin Lending & Geared Investments from Kaplan Professional (2010), a Graduate Diploma of Financial Planning from FINSIA Education (2011), and a Masters of Applied Finance from Kaplan Professional (2011). Authorised to provide advice on a broad range of financial products, Vincenzo can assist you with superannuation, insurance, wealth management and retirement planning needs. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Vincenzo today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Vincenzo Vallelonga offer?
Vincenzo Vallelonga provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Vincenzo Vallelonga's qualifications?
Vincenzo holds a Bachelor of Business from Edith Cowan University, qualifications in Margin Lending & Geared Investments from Kaplan Professional, a Graduate Diploma of Financial Planning from FINSIA Education, and a Masters of Applied Finance from Kaplan Professional.
How does the financial planning process work with Vincenzo?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Vincenzo then develops a tailored financial plan, implements the strategies, and provides ongoing reviews to ensure your plan remains aligned with your needs.
What can I expect during my first meeting with Vincenzo Vallelonga?
During your first meeting, you can expect to discuss your current financial situation, future goals, and any concerns you may have. Vincenzo will explain his services and how he can help you achieve your financial objectives. It's a great opportunity to ask questions and determine if Vincenzo is the right fit for your needs.
How can wealth management advice from Vincenzo help me?
Vincenzo can assist in developing a personalised wealth management strategy that encompasses investment management, risk mitigation, and long-term financial planning to help you grow and protect your assets.
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